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Reed Dillon & Associates, Inc.

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Reviews Reed Dillon & Associates, Inc.

Reed Dillon & Associates, Inc. Reviews (2)

Initial Business Response /* (1000, 9, 2016/02/25) */
I am *** ** *** Corporate Counsel for WealthCare, LLC d/b/a WealthCare
We have reviewed our existing and past client files and have no record of ever doing business with *** ***I believe the complainant has named our company in
error
Sincerely,
*** ** ***
Attorney-at-Law

Initial Business Response /* (1000, 9, 2016/01/04) */
Please correct your records to reflect the proper respondent. Ms. Gholson's company contracted with [redacted] LLC, and not with WealthCare (which is an entirely separate entity not involved in the accounting business.) Her...

inaccuracy in filing this complaint against the wrong company says much about her, and the specious claims she is making.
Ms. Gholson hired our company to manage her accounting. SHE sent the invitation for us to login to her account and manage her files. We did make corrections to the errors we found. Only later did we discover that she, or someone else with a login had gone in and "un-done" the corrections.
Ms. Gholson instructed us to prepare her tax return, signed an authorization for us to file her tax return, and paid us to do so. Her claim to the contrary is simply ludicrous and is not supported by the documentary evidence.
I am unclear on what "have a CPA represent us" means. Neither Ms. Gholson nor her upholstery shop are a public company. A CPA is only necessary if you are providing accounting records TO THE PUBLIC for a PUBLICLY HELD company. At no time did I ever represent that our companyWealthCare Tax Advisors, LLCwas anything other than a tax and accounting firm.
I'm not sure what "messed up our [redacted] means. Likewise, "his ** entries need to be fixed" is a similarly obscure reference to which a salient response is impossible.
The last time I saw Ms. Gholson was to meet with her and explain each line item of her tax return and go over the Income Statement for her business. I spent an hour and a half with her that day, and she seemed grateful for the time. She told me that no one had ever explained the details of her tax return and accounting to her, though seemed frustrated that she wasn't making as much money from her company as she'd previously thought.
It was my impression that Ms. Gholson was upset by the black-and-white facts of her business; something we reported to her, but over which we had no control.
Our firm provided the service we were contracted to provide. When she expressed a desire to cancel her contract we released her and did not charge her anything further.
Ms. Gholson sent a number of emails to me during a time I was on vacation and seemed angry that I did not personally respond immediately. Had she been patient and polite, I would have been happy to have helped her. Unfortunately, she was neither patient nor polite. When I returned from vacation and logged in to resolve her problem, I discovered she'd already resolved it through Intuit and there was nothing further for me to do.
We do not owe Ms. Gholson any money, and only charged her for the work we did. Her subsequent actions to alter her accounting records and change her tax return occurred after she terminated our contract for services and we are not responsible for the current state of her accounting records.
Initial Consumer Rebuttal /* (3000, 11, 2016/01/05) */
(The consumer indicated he/she DID NOT accept the response from the business.)
1. How we knew that Mr. [redacted] would try to turn the tables. He says that I was inaccurate in choosing the incorrect company to file a complaint against however that does not change the facts of all the mistakes he and his company made in our ** account. As a tax advisor he should hopefully know more than his clients. Thankfully he filled out the paper work for the [redacted] form 8821 and 2848 incorrectly and it was returned to me because Mr. [redacted] is an unenrolled preparer. This would have given him power of attorney to and as representative to the IRS. That says a lot for him. God sure was on my side.
2. My husband and I hired Wealth Care only because in our initial meeting with Mr. [redacted] representative [redacted] came to our shop and explained what his company could offer us. We would not have signed up with the company if there would not be a CPA representing us as we already had 2 accountants. We stressed to [redacted] we wanted someone to guide us more into how we could make changes or mentor us in business and we thought that a CPA was that person. [redacted] said we would initially meet wit the CPA [redacted] and that is what the set up fee was for. Then she would meet with us quarterly to go over finances to see where we needed to make changes or not. The appointment was set to meet with her and we were given a list of things to have ready for her. I called and spoke to [redacted] and rescheduled the meeting as I did not have everything ready for the meeting. Mr. [redacted] called the day the meeting was to be and would call back to reschedule, because her son broke his arm or leg. Within a day or so Mr. [redacted] called back and rescheduled. At the appointment time Mr. [redacted] showed up with the owner of the company Mr. [redacted] and stated that he would now be handling our account. My husband and I did not see a problem as we figured he was a CPA and much later to find out he is not. Everything went well in the meeting.
Yes I did send him an invitation to work in my ** account, however I never ever gave him permission to take it over and put it under his wholesale account. I didn't know this for a few months. It took many hours for myself and [redacted] to get my account back because he would not relinquish it. The corrections to be made were for 2015 and not 2014 which I have paper trails through [redacted] of everything he and his accountants changed in 2014. Interesting that Mr. [redacted] states that someone had gone in and undone the corrections when he swore he did not have access to [redacted] any longer. The corrections were done by me, because of the meeting I had in September with Mr. [redacted]. He showed me our profit and loss statement and balance sheet that had us for 2015 at [redacted] and asked me to look into it and a credit card owing over [redacted] When I returned back to my office I did the research and found he and his 3 accountants duplicated the payroll entries and the credit card was combined with another credit card, I found all that within minutes, to whereas he should have found it before I ever showed up to his meeting.
3. I did not instruct Mr. [redacted] to do our taxes for 2014, he was to review them. He called me one day in September to ask me a question for 2014 and at that time I asked him if he did our taxes and he said no. I stated that our accountant was not done entering info for 2014 and I also asked how much he would charge to do them, as I am thinking CPA's are expensive. I already had my tax accountant that I was comfortable with and new what she charged. Mr. [redacted] said don't worry about it. Next time his office called they wanted to set an appointment with me to go over financials and go over our taxes. I did sign for the authorization after he filed our taxes. What else was I to do he already submitted them. I asked him before we even started if he filed the taxes and he said "no". I showed him I had a check from the State of Missouri and didn't know what it was for. He said just cash it. I can not cash a check that I didn't know what it was for.
4. Mr. [redacted] states in his response that we did not need to be represented by a CPA, then [redacted] should have known that and we would never have signed with the company. He may not have represented that way, but [redacted] sure did 100%. Who is this CPA [redacted] we were suppose to meet with????
5. When I said messed up our [redacted] is you had no business touching 2014 and 2015 you and your staff entered duplicate info, put items in the incorrect accounts, had payroll as cost of goods, and I could go on with more from the audit trail.
6. Mr. [redacted] did explain things on the return that no else had done and at the same time that is where I saw on the tax return that it was already filed. [redacted] and I knew we would owe for 2014 that was no surprise. Going back to hiring a CPA, we thought would guide us as what to do going forward to make our company more successful. Owing to the IRS is not a bad thing as it shows we are successful and just wanted to become more successful. My question to Mr. [redacted] at that time was, "how can we make more money". His answer was "I don't know I am just a numbers person and I do not know the upholstery business". There are guidelines for business that he could have shard with me.
7. I was not upset with the black and white answers. There is no gray area in numbers. It was his statement in the previous paragraph.
8. Mr. [redacted] did not provide the services that we contracted with, when he and his staff were very incompetent.
9. As to him not responding to my emails I did not know he was on vacation as he did respond. I was never impolite to him. That is not the way I am. It took me 4 weeks to get his login and retrieve my account from him. Mr. [redacted] kept stating he couldn't get in to fix it and then he did nothing but ignore me. He could have a called [redacted] and they would have walked him though the process as I stated in the email. [redacted] even sent him an email that he did not respond to.
10. Yes I am entitled to a full refund.
[redacted] data entry was done incorrectly
2.Charged for taxes done incorrectly and now need to be amended.
3.Was not authorized to submit 2014 taxes and filed before signed
4. Misrepresented by [redacted] that we would be working with a CPA. I asked [redacted] what happened to [redacted] and he said you fired her and reorganized your company. He said she had about 30 accounts and only focused on 5. [redacted] seemed a little agitated as he said he got those accounts for her.
5.With you stating that we did not need a CPA then we should not have been signed up.
6.The IRS frowns on taxes being submitted before signed authorization.
7.I have print outs of the audit trail in QB's that can not be disputed.
Final Business Response /* (4000, 13, 2016/01/11) */
The complainant's lengthy and confusing addendum to her original complaint addresses only three concerns to which any cogent response can be offered.
#1. She said "he and his 3 accountants duplicated the payroll entries...." This simply isn't true. The complainant, allowed two bookkeepers, [redacted] payroll, and her bank to access her accounting records. These entries she referenced could have come from any of them. However, we did not make any payroll entries for her. Thus her blame is misplaced.
#2. The complainant stated "I did not instruct Mr. [redacted] to do our taxes for 2014, he was to review them." You can't review taxes that aren't done. The taxes could only be reviewed upon completion. It's interesting to note that this is four months after the fact, and only now does she assert that she didn't authorize completion of the tax return. It seems reasonable that if she in fact had not authorized completion of the return she would have objected to the return, rather than paying for it and authorizing it's filing. However, she never offered any objection to the return at the time it was filed. She provided a signature authorizing its filing, and she paid for the preparation of the return.
#3. The complainant stated "There are guidelines for business that he could have shard (sic) with me." Apparently the complainant has expertise in business sufficient to know of these unspecified guidelines she references. Therefore bringing such guidelines to her attention would be redundant.
The remainder of the complainants remarks are generalized statements lacking specificity and do not warrant further response.
Our firm charged only for the work performed by our firm, and ceased charging the minute the complainant cancelled our service. We consider the matter closed.
Final Consumer Response /* (4200, 15, 2016/01/12) */
(The consumer indicated he/she DID NOT accept the response from the business.)
Mr [redacted] keeps trying to attack me personally. I will not attack him on a personal level. I have black and white business facts and the matter is not closed.

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Address: 1213 E 24th St, Lawrence, Kansas, United States, 66046-5128

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